tylermcclellan
@tylermacro10
Global macro (PM & Research) 20yrs: in Paris now.
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If Trump rug-pulled the multipolarity/debasement trade, he’d be in the running for macro GOAT
Swiss billionare & founder of property developer Unica Capital says “Many people are going to Switzerland or Monaco or Italy. London will always be attractive for assets, but they are not living here ... It’s difficult for them now.” He has closed his business’s London office &…
Nobody can get power Yet every one is building new 1gw data Campuses…
Guys… I can’t stop thinking about $NUAI BofA Securities interview link below… - Planning 1GW campus, but up to 2GW of natural gas supply on site 👀 - Talked about behind the meter natural gas systems and the economics around them (very interesting) - Talked about that…
The White House is poised to ease tariffs on the US auto industry, a move that would deliver a major win for carmakers that have aggressively lobbied to stem the fallout from record-level import duties. bloomberg.com/news/articles/…
This guy is in miners!? Omg You love to see it
This is a v fascinating phenomena Im a registered democrat, vote democratic & yet this comment doesn’t offend me at all. The opposite would be endlessly amplified by aggrieved R’s (but strangely that doesnt bother me that much either)
Leavitt: "The Democrat Party's main constituency is made up of Hamas terrorists, illegal aliens, and violent criminals."
Press release economy (Eventually it’ll catch on)
$NVDA - MUSK’S XAI PURSUES $20B NVIDIA CHIP LEASE DEAL xAI is pursuing a $20 billion lease-to-own deal for Nvidia chips to build its second data center in Memphis. Unlike rivals, xAI aims to own most of its infrastructure. Valor Equity Partners is raising $7.5 billion in equity…
Whats funny is these people genuinely believe they’re doing good analysis.
Who are the people receiving fixed
The basis trade has become a massive absorption mechanism for US Treasury issuance, functioning as a form of quasi-shadow yield curve control. In exchange for warehousing large volumes of government debt, hedge funds are effectively permitted to earn an arbitrage spread…
Please think about this in the context of DAT
Because crytpo is fraudulent, it has some fascinating and under-explored statistical properties. For example—because there is no drift and high volatility If you $ cost average, you have a good chance of being down life to date EVEN IF you 1st bought a long time ago much lower
These are like the most max long names around, & yet theres a conspiracy by “them” to keep them down? Who? The executives maybe :)
L’exposition « Jacques-Louis David » est ouverte ! À l'occasion du bicentenaire de la mort du maître en exil à Bruxelles, en 1825, le musée du Louvre offre une nouvelle vision sur une personnalité et une œuvre d'une richesse et d'une diversité exceptionnelles. L'exposition met…
With all due respect, This is a horrible approach that suffers from the same basic flaw of all such studies Wholesale prices in energy are not prices, and are completely irrelevant
Conversely, you might pay people to erode the denominator by subsidizing certain, uh, rooftop technologies, in a way that dumps a big net cost of that subsidy into the numerator. And fires, lots of fires: also a numerator effect with no demoninator upside. Not good, California!
$UAL United Airlines in its earnings release provided similar metrics as Delta last week with premium passengers driving profit with the fourth quarter set to produce the highest total operating revenue for a single quarter in company history. But as with Delta, they are seeing…
I have a v simple question for crytpo market structure people On average-who in fact are most often short crytpo via DEX perps? I know who should be in theory, but curious if this has been studied
Yimbyism, but for the stock market
"The debate over renting vs. buying is longstanding and hotly contested. An extended stretch of buoyant stock markets adds an extra dimension to it." @WSJ
Excuse me? Youll each be each others tenant landlords?
We believe that to compete at the frontier, you have to own the full stack: from dirt to intelligence. Today we’re announcing two major unlocks for our mission to AGI: 1. We're partnering with @CoreWeave and have 40,000+ NVIDIA GB300s secured. First capacity comes online…
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